Daniel Olson

Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.

The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio.

Warburg Pincus invests in companies located across the globe. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions.

MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.

Invests in energy infrastructure

Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies.

Functions as a College/University

First Capital Ventures seeks to invest in innovative technology companies that disrupt an industry or emerging technology companies in new industries that disrupt the marketplace. The firm focuses on entry and exit at the same time and targets an exit in 24-36 months.